This is the start of a series of posts which ultimately end up with a sample custom routing class. The series will give a general introduction and give enough information to get the sample working. Eventually there should be a few samples relating to the records center, including custom policies.
The records center site template in MOSS is a great feature which allows any SharePoint user to declare a document as a record. This gives any organization the opportunity to keep a historical record of a document, including all the metadata and the audit trail.
Sending a record to the Records Centre is as easy as selecting the ‘Send To’ option from the document menu and selection ‘Records Center’.
To enable this functionality you need to create the Records Center site. Once this is done you need to enter the URL of the officialfile.asmx webservice within the application management section of central administration. There can only be one Record Center configured in this way per farm.
The Records Center can be a top-level site collection in the farm or can be a sub site of an existing site collection. The decision as to where the records center is located will most likely be based on security and re-use of content types. The site template can be found under the Enterprise tab when creating a new site and is part of MOSS not WSS.
Once this has been setup the ‘Send To’ Records Center option will appear for all document libraries and users can start sending documents to the record centre.
In the next post I will show how to configure the routing within the records center.